Every missed call is a lost client. Every tax deadline creates panic calls. Frontdesk AI answers calls 24/7, books appointments, handles tax questions, and schedules consultations—all while your team sleeps.
For Tax Preparation Services
Incoming Call...
Client
"Hi, I need help with my business taxes. Can I schedule a consultation?"
AI Receptionist
"Absolutely! I have Thursday at 2 PM or Friday at 10 AM available with our CPA. Which works better for you?"
✓ Consultation Booked • Thursday 2 PM
You're losing clients every day during tax season. Prospects call after hours, no-shows waste your time, and your team can't keep up with the volume. There's a better way.
Someone needs help with their tax return at 9 PM, calls, and gets voicemail. By the time you check messages in the morning, they've already hired another firm who answered immediately.
While you're with a client, three more calls come in. Tax questions, appointment requests, document status inquiries—you can't be everywhere at once. Clients get frustrated waiting, and you lose business during peak season.
You block time on your calendar, prepare their file, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted time and lost revenue during your busiest season.
One AI workforce that handles every touchpoint—from first inquiry to filed return
Tax clients visit your website at any hour. Frontdesk Chat answers instantly, qualifies leads, explains services, and books consultations—all without human intervention.
Every call is answered instantly—missing documents, tax questions, appointment requests. The AI understands context, creates client notes, schedules callbacks, and escalates to preparers only when needed.
When clients miss appointments or don't upload documents, Frontdesk Outbound automatically calls to follow up. The AI references prior conversations, knows their filing status, and reschedules—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document upload—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every client and their tax history.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, deadline reminders, and nurturing sequences based on filing status and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Appointment confirmations, document reminders, deadline alerts, and nurturing sequences—all orchestrated by Marketing Automation.
Smart tax intake forms that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for document collection and preparation workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your tax practice. Each agent handles different tasks—answering calls, scheduling appointments, handling client inquiries. They work together 24/7 to serve your clients faster during tax season and beyond.
Answers every call instantly—no voicemail, no missed clients. Handles tax inquiries, books appointments, and answers questions about services, pricing, and document requirements automatically.
Qualifies tax preparation leads, explains service offerings and pricing, answers questions about deductions and filing deadlines instantly. Books consultation appointments and captures contact info—all through your website chat, 24/7.
Sends personalized appointment confirmations, filing deadline reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep clients engaged throughout tax season.
Pre-fills client intake forms from CRM data. Guides clients through income documentation, deduction tracking, and document upload. Triggers automation workflows when submitted for seamless tax preparation.
Automatically reaches out to clients at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups about missing documents, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep clients engaged before tax deadlines.
Handles two-way SMS conversations with tax clients. Sends appointment confirmations, deadline reminders, and answers questions about tax filings, refunds, and required documents via text—98% open rate.
Lets website visitors speak directly to your website about tax services. Click, talk, get answers about pricing, deductions, filing status, and appointment availability—no typing required. Perfect for mobile users researching tax preparation.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by client type, filing status, and tax year.
Clients don't submit requests—they just call or text. Your AI recognizes client needs (missing W-2, schedule amendment consultation, request document upload, etc.), creates tasks, triages by urgency, and notifies the right tax preparer automatically.
Watches every conversation and alerts you when it matters. If a client was confused about deductions, if a complex tax issue was reported, if an appointment was booked—you know instantly.
Follow one taxpayer from phone call to filed return—see how every system works together
Alex calls at 2 AM, stressed about her upcoming tax deadline. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, W-2 and freelance income details, individual filing status, March 15th appointment preference. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Thursday at 2 PM, and books it. Instant confirmation—no waiting.
The moment the appointment is booked, the system springs into action. Confirmation emails, reminder texts, document checklists, and intake forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to sleep. Meanwhile, a reminder email and document checklist are already scheduled for Wednesday. No one had to remember to send them.
Thursday afternoon, Alex is stuck in a work meeting. She completely forgot about the appointment. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her W-2 and freelance income needs, her individual filing status. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Thursday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled appointment with all her documents. The consultation goes smoothly. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: return preparation workflows begin, document upload reminders are sent, and follow-up scheduling starts. All happening automatically—you're focused on preparing her return.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a document upload form from Frontdesk Forms—already filled with her name, email, and filing type. The AI guides her through uploading her W-2s and 1099s right on her phone. When she submits it, you're immediately notified. The preparation process continues automatically—all without you lifting a finger.
Alex is at work, thinking about her tax return. She has a question about home office deductions. She calls. The AI answers instantly, recognizes her from your CRM, remembers her appointment and documents, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all her questions answered, Alex approves her return for filing. The system automatically sends confirmation emails, payment instructions, and filing status updates. Alex's return is officially filed.
Alex just got paid for her freelance work. She has questions: "Do I need to make estimated payments?" "When is the next deadline?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex's freelance income is growing. It's 8:30 PM on a Saturday. She has questions about deductions for her new business expenses. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands her situation, creates a consultation request, and schedules it for Monday morning. Alex doesn't have to wait for business hours or fill out forms. She just describes her questions, and it's handled.
There are new tax law changes that affect Alex's business. She gets notified automatically—email, text, or both, your choice. The system sends tax deadline reminders, law change updates, quarterly payment notifications, and filing season announcements. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex calls to schedule her 2025 appointment. She had a great experience—questions were answered instantly, deadlines were never missed, and she felt supported year-round. The same AI that helped her file her first return kept her informed and confident as a client. That's the full journey: new client to satisfied filer to loyal returning customer.
Everything you need to know about using Frontdesk for your tax preparation practice
Yes. The AI answers calls 24/7, qualifies potential clients, explains services, and books tax preparation appointments—all while your team is away. No more missed opportunities during tax season.
The AI automatically sends clients secure document upload links, follows up on missing W-2s or 1099s, and reminds them about required documentation. It tracks submission status and alerts your team when files are ready for review.
Yes. The system automatically sends confirmation emails and reminder texts before tax appointments. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed consultations.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books tax preparation appointments instantly—no back-and-forth emails needed.
After booking, clients automatically receive an intake questionnaire that's pre-filled with their contact info from the CRM. The AI guides them through tax situation questions, income sources, and deduction categories. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Drake Tax, ProSeries, Lacerte, TaxAct, and others. All data syncs automatically—new clients, appointments, document uploads, and intake forms.
Absolutely. The AI knows all your office locations, preparer specialties, service offerings, and availability. It can route calls based on location preference, handle multi-office inquiries, and manage scheduling across your entire practice.
The AI handles urgent deadline calls 24/7, provides extension information, and can prioritize rush appointments. For critical same-day situations, it immediately escalates to your senior tax preparers.
Pricing is based on your practice size and call volume. Most tax preparation firms see ROI within the first month from reduced no-shows and increased client conversions. Contact us for a custom quote.
Stop missing client calls during tax season. Start booking consultations while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."